Rose
Bennetch

Brown Advisory

CRD#4669911
Investment Advisor
in Norfolk, VA

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About this Advisor

Rose Bennetch is a financial advisor based in Norfolk, Virginia, working with Brown Advisory. Rose has previously held positions at Signature Financial Management, Inc and Brown Advisory. Rose has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, Rose is part of Brown Advisory, which operates out of Norfolk, Virginia. The firm has 2 offices and 40 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Brown Advisory includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

World Trade Center 101 West Main Street, Suite 700
Norfolk, VA 23510-1676

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Brown Advisory Brokerage Details

Total Assets Under Management

$6,878,164,648

VA Average: $1,835,309,194
Total Number of Employees

40

VA Average: 32
Total Number of Accounts

1,767

VA Average: 1,458
Average Account Size

$3,892,566

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Rose Bennetch Work History

2018 - Present (6 years)

Brown Advisory

2012 - Present (12 years)

Signature Financial Managment, Inc

Disclosures

Please visit the SEC profile of Rose Bennetch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Brown Advisory

Reed Hurt
Norfolk, VA
Sarah Holtzinger
Norfolk, VA
Christopher Rusbuldt
Richmond, VA
Rose Bennetch
Norfolk, VA
Quinn Straayer
Charlottesville, VA
Jean Logan
Norfolk, VA
Lloyd Noland
Norfolk, VA
Eric Johnson
Charlottesville, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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